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Tools Every Successful Salesperson Needs in Their Toolbox in 2024

Sales Breakout
Wednesday, April 17th
10:30 am - 11:30 am
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Look inside the toolboxes of the most successful loan officers and sales managers and you will find exciting new tools they are using to build flourishing pipelines.  Join us at GRC as a panel of industry experts offers advice on what new tools are must haves  and how we can sharpen our existing tools to construct a prosperous 2024.

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Carey Ann Cyr

Carey Ann &

My Mortgage Team

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Ally Carty

Guild Mortgage

National Social Media Manager 

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Van Evans

Deephaven Mortgage

Vice President, Client Development

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David Norris

Centennial Bank

Area Production Manager

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Patrick O'Brien

LenderLogix

Co-founder

Carey Ann Cyr

2024 Toolbox

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Carey Ann Cyr

Branch Manager | Sr. Loan Officer

Carey Ann & My Mortgage Team

 

 

Carey Ann has built a strong name for herself in Middle Tennessee. Music brought her to Nashville; but she has used her drive, entrepreneurial spirit and thirst for knowledge to create a successful career in the mortgage industry.

 

 

Carey Ann and her team have a wealth of experience and knowledge for the demands of today′s mortgage industry and housing market. As the number one mortgage team in the state of Tennessee, along with being nationally ranked, ‘Carey Ann & My Mortgage Team’ is passionate about helping many secure financing with comfort, confidence and the highest quality of professionalism! They take pride in creating solutions for all families with a smile and a commitment to their word.

 

 

CareyAnn is also very passionate in serving her local real estate community as well as driven loan officers with business education, mentorship & coaching! She believes a candle loses nothing by lighting another candle. Her strong leadership, personality & heart continues to make a difference for so many within our industry!

2024 Toolbox

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Ally Carty

National Social Media Manager

Guild Mortgage

Ally Carty, a 25-year-old "Gen-Z Guru," draws inspiration from her experience in the mortgage industry to shed light on the influential role of social media in connecting with potential Gen-Z homebuyers in her life. Transitioning to a role within Guild Mortgage's marketing team as a social media manager, she channels her passion for empowering young individuals to make informed decisions in their first home purchases. Ally brings a fresh perspective into the real estate finance sector, collaborating closely with loan officers to refine strategies, craft personalized approaches, and foster stronger connections with the next generation of homebuyers. Well-known for her generational expertise, she frequently takes the stage as a speaker and panelist at industry-leading events hosted by institutions like the Mortgage Bankers Association and The Mortgage Collaborative. Beyond live events, Ally shares her impactful insights as an active contributor to HousingWire, where she delves into effective methods of engaging Gen-Z homebuyers. Her overarching goal is to shape the future of homebuying, ensuring both loan officers and young homebuyers thrive in a dynamic market landscape.

2024 Toolbox

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Van Evans

Vice President, Client Development

Deephaven Mortgage

Van Evans is the Vice President of Client Development, Correspondent Division at Deephaven Mortgage managing South-East and Mid-Atlantic regions. Van has over 20 years of experience helping lending partners with their correspondent needs and is extensively trained as a mortgage industry professional. Van is a highly skilled communicator who has a reputation for developing strong customer loyalty through exceptional customer service and expert product knowledge with a proven track record of increasing sales performance in new and existing markets. Van is a product specialist, with experience in Non-QM, Non-Agency Jumbo, Agency and Government products. Van is a self-driven and goal-focused professional with years of success in the mortgage industry. His deep knowledge of the mortgage industry combined with reliability and an understanding of business needs are his foundations for success.

2024 Toolbox

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David Norris

Area Production Manager

Centennial Bank

David Norris brings over 15 years of banking experience, with a focus on the mortgage industry since 2012. As an Area Production Manager at Centennial Bank, David oversees a team of loan originators and is passionate about empowering homebuyers with knowledge and guiding them through the mortgage process. David's leadership extends to training and developing new loan originators, ensuring a smooth and successful experience for both clients and his team. He recently earned the coveted Accredited Mortgage Professional (AMP) designation, demonstrating his commitment to excellence in the field.

2024 Toolbox

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Patrick O'Brien

Co-founder

LenderLogix

A former loan officer turned tech founder, Patrick O’Brien understands the wants, needs, and pain points for today’s loan officers and mortgage lenders. He co-founded LenderLogix to provide loan officers and lenders the tools they need to provide a digital-first borrower experience without hefty implementation times, investment, or upkeep. That vision has resulted in a suite of products designed to save lenders time and money while delivering exceptional, digitally-driven borrowers experiences from the initial point of contact – all of which play a crucial role in lenders’ ability to differentiate themselves in today’s highly competitive market.

Ally Carty
David Norris
Patrick O'Brien
Van Evans
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